Document Type
Article
Publication Date
5-2020
Publication Title
Managerial Finance
Keywords
Equity, Portfolio management, Fixed income, Student-managed investment fund
Abstract
Purpose – The purpose of this paper is to document and compare the characteristics of two student-managed investment funds at the University.
Design/methodology/approach – This study uses a case study approach to achieve this purpose.
Findings – Consistent with other studies, this study finds considerable differences in funding, oversight and the structure of the courses in which the students manage the portfolios. This is the case even though the portfolios are managed by students in courses offered by the same department at the same university.
Originality/value – This study presents different possible ways of obtaining funds and structuring courses in which the students manage investment portfolios.
Creative Commons License
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License
DOI
https://doi.org/10.1108/MF-08-2018-0399
Recommended Citation
Thomas Howe, Vladimir Kotomin, Stella Liao, and Abhishek Varma, 2020, A Tale of Two SMIPs: Equity and Fixed Income, Managerial Finance 46:5, 636-646 (special issue on student-managed investment portfolios).
Comments
First published in Managerial Finance (2020): https://doi.org/10.1108/MF-08-2018-0399